iShares California Muni BondCMFETF
13F holders, Q2 2025 (June 30)318holders +10
31new positions
24sold out
3famous investors
$55.73avg. 13F price*
At the end of Q2 2025, 318 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 10 from Q1 2025. 31 opened new positions and 24 sold out. The largest holders were Wealthfront Advisers LLC ($482.1M), Charles Schwab Investment Management Inc. ($430.2M) and FMR LLC ($133.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares California Muni Bond
- CUSIP
- 464288356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $32.9M |
| Exits | 24 | $39.8M |
All 13F filers, Q1 2025 → Q2 2025: 3,855,302 shares bought and 8,082,370 shares sold, net −4,227,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| Wealthfront Advisers LLC | 1.24% | Reduce -3.4% | 8,648,197 | $482.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -24.8% | 7,717,458 | $430.2M |
| FMR LLC | 0.01% | Reduce -50.3% | 2,396,725 | $133.6M |
| Jane Street Group, LLC | 0.16% | Add +73.7% | 1,792,639 | $99.9M |
| Morgan Stanley | 0.01% | Reduce -2.6% | 1,776,876 | $99.0M |
| Bailard, Inc. | 1.75% | Add +16.7% | 1,344,831 | $75.0M |
| Facet Wealth, Inc. | 1.61% | Add +24.0% | 1,278,713 | $70.9M |
| Syon Capital LLC | 4.45% | Reduce -10.4% | 1,205,909 | $67.2M |
| EP Wealth Advisors, LLC | 0.44% | Reduce -6.2% | 1,195,011 | $66.6M |
| Bank of America Corp. | 0.01% | Reduce -9.4% | 1,172,106 | $65.3M |
| LPL Financial LLC | 0.02% | Add +5.3% | 843,495 | $47.0M |
| Mariner, LLC | 0.07% | Reduce -2.7% | 826,709 | $46.1M |
| Tiaa Trust, National Association | 0.11% | Add +31.5% | 732,028 | $40.8M |
| UBS Group AG | 0.01% | Reduce -19.9% | 577,630 | $32.2M |
| First Foundation Advisors | 1.08% | Reduce -1.1% | 521,518 | $29.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.7% | 519,514 | $29.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 519,217 | $28.9M |
| Wells Fargo & Company | 0.01% | Add +3.9% | 469,502 | $26.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 404,780 | $22.6M |
| Assetmark, Inc. | 0.05% | Add +7.9% | 387,350 | $21.6M |
| Opes Wealth Management LLC | 3.83% | Add +6.5% | 387,164 | $21.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +23.7% | 382,533 | $21.3M |
| Rwa Wealth Partners, LLC | 0.24% | Reduce -1.9% | 344,078 | $19.2M |
| Captrust Financial Advisors | 0.04% | Add +66.8% | 342,904 | $19.1M |
| Orin Green Financial, LLC | 8.07% | Reduce -6.5% | 342,121 | $19.1M |
| Manhattan West Asset Management, LLC | 4.36% | Add +0.4% | 337,861 | $18.8M |
| Sei Investments Co. | 0.02% | Add +12.1% | 274,376 | $15.3M |
| Slow Capital, Inc. | 1.82% | Reduce -19.1% | 265,937 | $14.8M |
| Affinity Capital Advisors, LLC | 2.36% | Add +66.0% | 246,258 | $13.7M |
| Rinkey Investments | 4.09% | Add +177.0% | 244,258 | $13.6M |
| West Wealth Group, LLC | 3.32% | Add +16.5% | 240,111 | $13.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +16.9% | 239,443 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Add +25.6% | 235,015 | $13.1M |
| Myecfo, LLC | 6.32% | Reduce -0.7% | 227,283 | $12.9M |
| BlackRock, Inc. | 0.00% | Reduce -10.2% | 228,353 | $12.7M |
| Cerity Partners LLC | 0.02% | Reduce -4.0% | 226,840 | $12.6M |
| Cetera Investment Advisers | 0.02% | Reduce -5.7% | 219,757 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Add +11.8% | 219,598 | $12.2M |
| Atlas Legacy Advisors, LLC | 2.50% | Add +449.7% | 203,783 | $11.4M |
| Betterment LLC | 0.02% | Add +3.0% | 200,986 | $11.2M |
| Creative Planning | 0.01% | Reduce -17.5% | 200,340 | $11.2M |
| Brio Consultants, LLC | 1.62% | Reduce -41.2% | 199,252 | $11.1M |
| Pure Financial Advisors, LLC | 0.19% | Reduce -2.6% | 192,104 | $10.7M |
| Navalign, LLC | 2.69% | Reduce -11.5% | 174,885 | $9.7M |
| Financial Connections Group, Inc. | 3.83% | Reduce -13.2% | 166,442 | $9.3M |
| Focus Partners Wealth | 0.02% | Add +6.2% | 163,725 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -20.6% | 161,632 | $9.0M |
| GTS Securities LLC | 0.40% | New | 160,618 | $9.0M |
| Renaissance Technologies | 0.01% | Add +692.1% | 151,300 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.4% | 151,129 | $8.4M |
| Certus Wealth Management, LLC | 5.10% | Reduce 0.0% | 142,019 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.4% | 130,977 | $7.3M |
| Bank of Montreal | 0.00% | Reduce -44.4% | 124,879 | $7.0M |
| Cwm, LLC | 0.02% | Add +16.1% | 123,259 | $6.9M |
| Guggenheim Capital LLC | 0.06% | Add +65.6% | 121,282 | $6.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -0.5% | 121,015 | $6.8M |
| Garde Capital, Inc. | 0.36% | Reduce -2.7% | 119,008 | $6.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.7% | 116,458 | $6.5M |
| Composition Wealth, LLC | 0.11% | Reduce -2.8% | 116,441 | $6.5M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -32.8% | 111,548 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +5.6% | 111,153 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +1522.4% | 100,882 | $5.6M |
| Strive Asset Management, LLC | 3.37% | No change | 100,564 | $5.6M |
| NDWM LLC | 3.94% | Add +121.4% | 96,464 | $5.4M |
| First American Trust, FSB | 0.43% | Add +7.9% | 95,601 | $5.3M |
| Client First Capital LLC | 2.42% | No change | 92,578 | $5.2M |
| Sand Hill Global Advisors, LLC | 0.18% | New | 89,315 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.7% | 87,919 | $4.9M |
| Ehrlich Financial Group | 3.13% | Reduce -1.5% | 86,680 | $4.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +25.7% | 85,544 | $4.8M |
| MML Investors Services, LLC | 0.01% | Add +31.0% | 84,955 | $4.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +33.9% | 80,438 | $4.5M |
| Mission Wealth Management, LP | 0.10% | Reduce -18.9% | 80,393 | $4.5M |
| Deutsche Bank AG | 0.00% | Reduce -30.8% | 80,350 | $4.5M |
| Silver Oak Wealth Advisors Services, LLC | 3.19% | Add +229.6% | 79,545 | $4.4M |
| Traveka Wealth, LLC | 2.23% | Reduce -3.5% | 75,366 | $4.2M |
| Choreo, LLC | 0.06% | Reduce -24.6% | 75,165 | $4.2M |
| Omega Financial Group, LLC | 1.51% | Add +0.0% | 74,949 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -12.6% | 73,417 | $4.1M |
| Bank of Stockton | 1.21% | Reduce -5.1% | 72,851 | $4.1M |
| Freestone Capital Holdings, LLC | 0.14% | Add +3.8% | 71,482 | $4.0M |
| Valmark Advisers, Inc. | 0.05% | Add +0.1% | 70,659 | $3.9M |
| Compound Planning, Inc. | 0.14% | Add +20.6% | 67,188 | $3.7M |
| US Bancorp \de | 0.00% | Add +12.1% | 66,807 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.46% | Add +1.6% | 66,175 | $3.7M |
| Summit Trail Advisors, LLC | 0.06% | New | 65,718 | $3.7M |
| RiverFront Investment Group, LLC | 0.07% | Add +49.9% | 64,738 | $3.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.10% | No change | 64,521 | $3.6M |
| Westfuller Advisors, LLC | 2.05% | Add +0.0% | 64,463 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +103.5% | 64,082 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +15.3% | 62,835 | $3.5M |
| Columbia Bank | 1.03% | Add +67.5% | 61,051 | $3.4M |
| Lodestar Private Asset Management LLC | 0.39% | Reduce -6.0% | 60,579 | $3.4M |
| SteelPeak Wealth, LLC | 0.13% | Add +8.0% | 59,865 | $3.3M |
| Warren Street Wealth Advisors, LLC | 1.05% | Add +0.8% | 56,593 | $3.2M |
| Whittier Trust Co. | 0.04% | Add +4.7% | 55,197 | $3.1M |
| Apella Capital, LLC | 0.08% | Add +29.1% | 54,945 | $3.1M |
| Comerica Bank | 0.01% | Add +156.7% | 54,601 | $3.0M |
| One Capital Management, LLC | 0.10% | Add +41.7% | 53,172 | $3.0M |
| Blue Oak Capital, LLC | 1.50% | Reduce -4.7% | 51,098 | $2.8M |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.